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6 results found

  1. Provide a function to mark clients as favourites

    19 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Melissa-Lee Mitchell commented  · 

    Take a look at My Xero - you can do that there (and create groups).

  2. Report Templates - Option to only show logo on cover/front page

    32 votes

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    6 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Melissa-Lee Mitchell supported this idea  · 

  3. Reporting - Customisable Contents & Cover pages in New Reports

    62 votes

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    10 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template. 

    Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers


    We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports. 


    We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.

    Melissa-Lee Mitchell supported this idea  · 

  4. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    598 votes

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    38 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
    We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
    We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.

    Melissa-Lee Mitchell supported this idea  · 

  5. Navigation - Return to previous screen after viewing/editing a transaction

    97 votes

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    submitted  ·  32 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Melissa-Lee Mitchell supported this idea  · 

  6. Files - Automatically include specific file attachments when sending from Xero

    224 votes

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    submitted  ·  70 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Melissa-Lee Mitchell supported this idea  ·